+51.8%
TEL vs ACI
-43.7%
+95.4%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | +0.1% |
| 7D | +1.2% | -5.0% | +6.3% | +1.7% |
| 30D | -4.1% | -2.3% | -1.8% | -3.9% |
| 3M | -2.6% | -23.2% | +20.6% | -0.6% |
| 6M | 0.0% | -29.5% | +29.5% | +2.7% |
| YTD | -9.1% | -28.6% | +19.5% | -6.8% |
| 1Y | -0.8% | -34.0% | +33.2% | +2.4% |
| 3Y | +67.4% | -45.0% | +112.3% | +76.5% |
| 5Y | +51.8% | -44.0% | +95.8% | +55.1% |
| All | +51.8% | -43.7% | +95.4% | +55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded ACI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling